Adding and Removing Diagnosis Code from a Daily Note

Removing Dx Code from Daily Note: 


  • Create the Daily Note document 
  • Click on Billing Review & Signature tab 
  • Click on the X next to the Dx you would like to remove. 

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Adding Dx code to Daily Note: 


  • Create the Daily Note document 
  • Minutes must be assigned to at least one performed treatment for the + to add Dx button on the Billing Review & Signature tab to become usable. 
  • Mark a treatment performed and assign minutes to that treatment 

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  • Click on Billing Review & Signature tab 
  • Click + in Diagnosis Codes section 

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  • Use the Keyword Search to search for the Dx you are looking for 
  • Use the arrows to expand on the Dx until you reach the Blue underlined codes. Those will be the selectable codes that are available.  
  • Review any Instructional Notes for that code that will display on the right-hand side once you select a code. 
  • Continue until you find the appropriate code.  
  • Click the Use this Code button.  

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NOTE: If you create the Daily Note document, update your Dx codes, and sign the Daily note before creating an updated POC or Progress Note document, your updated Dx will carry forward to your updated POC or Progress Note document. 

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